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Forum Energy Technologies

145 hedge funds and large institutions have $1.58B invested in Forum Energy Technologies in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

10% more funds holding

Funds holding: 132145 (+13)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 5.36%4.71% (-0.64%)

4% less capital invested

Capital invested by funds: $1.64B → $1.58B (-$58.9M)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $348K

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
29
Increased
43
Reduced
50
Closed
15
Calls
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$427K
Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
126
Israel Discount Bank of New York
New York
$23K -$284 -1 -1%
AssetMark Inc
127
AssetMark Inc
California
$18K -$2.56K -9 -13%
WA
128
WealthTrust-Arizona
Arizona
$15K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$13K
BL
130
Balentine LLC
Georgia
$12K
CSS
131
Cubist Systematic Strategies
Connecticut
$12K +$11.4K +40 New
PFBT
132
Parkside Financial Bank & Trust
Missouri
$10K
UBS Group
133
UBS Group
Switzerland
$9K -$149K -523 -95%
FHA
134
First Horizon Advisors
Tennessee
$9K
AG
135
Advisor Group
Arizona
$6K -$3.98K -14 -44%
LTFS
136
Ladenburg Thalmann Financial Services
Florida
$5K -$2.56K -9 -35%
GFP
137
Gryphon Financial Partners
Ohio
$5K +$4.27K +15 New
RFC
138
Regions Financial Corp
Alabama
$5K +$4.27K +15 New
GT
139
Glenmede Trust
Pennsylvania
$3K
SWP
140
Stratos Wealth Partners
Ohio
$2K +$1.71K +6 New
IA
141
IFP Advisors
Florida
$1K -$569 -2 -40%
TCA
142
Tortoise Capital Advisors
Kansas
$1K
VFA
143
Valeo Financial Advisors
Indiana
$1K +$569 +2 New
YWP
144
YorkBridge Wealth Partners
New York
$1K +$1.14K +4 New
VanEck Associates
145
VanEck Associates
New York
-$19.8M -62,255 Closed
WCM
146
Wedge Capital Management
North Carolina
-$15.9M -50,105 Closed
SCM
147
SG Capital Management
Illinois
-$5.75M -18,087 Closed
KCM
148
Kennedy Capital Management
Missouri
-$5.56M -17,497 Closed
Comerica Bank
149
Comerica Bank
Texas
-$1.6M -5,741 Closed
NFA
150
Nationwide Fund Advisors
Ohio
-$862K -2,711 Closed

FET Hedge Fund Activity: Q4 2017 in Review

145 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q4 2017, worth a combined $1.58B — down 3.6% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FET positions and 15 closed out — a net gain of 14 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $16.7M. The largest seller was VanEck Associates, exiting entirely with an estimated $19.8M sold.

  • 145 institutional investors held Forum Energy Technologies (FET) as of Q4 2017, up from 132 in Q3 2017.
  • Funds reported $1.58B of Forum Energy Technologies stock for Q4 2017, down 3.6% quarter-over-quarter.
  • 29 funds opened new Forum Energy Technologies positions in Q4 2017 and 15 closed out, a net change of +14 holders.
  • The largest Forum Energy Technologies buyer in Q4 2017 was Vaughan Nelson Investment Management, an estimated $16.7M added.
  • The largest Forum Energy Technologies seller in Q4 2017 was VanEck Associates, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2017.